Filed June 14, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Filed as: SWBC INVESTMENT SERVICES, LLC Service code 22 · EIN 20-1484586 | Insurance Broker | $0 |
THE ALLOCATION COMPANY3+ years Filed as: THE ALLOCATION COMPANY, INC. Service code 15 · EIN 76-0354750 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $266,879-100.0% | $149,718-100.0% | - |
| Participation rate | 0.0% | 82.4%-82.4pp | 87.1%-87.1pp | - |
| Annual return | 15.74% | 8.05%+7.7pp | 1501.63%-1485.9pp | - |
| Employer contribution / active EE | $0 | $3,117-100.0% | $5,445-100.0% | - |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,569-100.0% | - |
| Admin fee / account holder | $0 | $11,107-100.0% | $11,283-100.0% | - |